WILLIAMS JONES & ASSOCIATES LLC - VANGUARD BALANCED INDEX-ADM ownership

VANGUARD BALANCED INDEX-ADM's ticker is and the CUSIP is 921931200. A total of 1 filers reported holding VANGUARD BALANCED INDEX-ADM in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WILLIAMS JONES & ASSOCIATES LLC ownership history of VANGUARD BALANCED INDEX-ADM
ValueSharesWeighting
Q1 2019$223,000
+8.8%
6,2200.0%0.01%
-16.7%
Q4 2018$205,000
-8.9%
6,2200.0%0.01%
+20.0%
Q3 2018$225,000
-57.7%
6,220
-59.3%
0.01%
-58.3%
Q2 2018$532,000
+1.7%
15,2790.0%0.01%0.0%
Q1 2018$523,000
-17.5%
15,279
-16.3%
0.01%
-14.3%
Q4 2017$634,000
-6.8%
18,265
-9.8%
0.01%
-17.6%
Q3 2017$680,000
+2.4%
20,2600.0%0.02%0.0%
Q2 2017$664,000
+65.6%
20,260
+62.3%
0.02%
+70.0%
Q1 2017$401,00012,4800.01%
Other shareholders
VANGUARD BALANCED INDEX-ADM shareholders Q2 2019
NameSharesValueWeighting ↓
TOWER BRIDGE ADVISORS 5,415$248,607,0000.02%
GOFEN & GLOSSBERG LLC /IL/ 5,703$262,0000.01%
55I, LLC 4,526$208,0000.01%
Williams Jones Wealth Management, LLC. 8,511$391,0000.01%
DIVIDEND ASSETS CAPITAL, LLC 161$7,0000.00%
View complete list of VANGUARD BALANCED INDEX-ADM shareholders